For over 100 years and four generations, The 1911 Trust Company has provided personalized trust, wealth management and multi-generational family office services to ensure family legacies are managed prudently for the future. We facilitate family dialogue so you can enjoy the benefits of your wealth today and set a plan for the future.
Integrated wealth planning and investment management strategies to preserve and grow your wealth for generations. Direct access to in-house expertise and coordination of your investment, legal and tax matters.
Integrated wealth planning and investment management strategies to preserve and grow your wealth for generations. Direct access to in-house expertise and coordination of your investment, legal and tax matters.
Services
Founded by the Ayer Family more than 100 years ago, The 1911 Trust Company has privately managed the family's wealth, successfully serving four generations of Frederick Ayer's descendants. Built on our deep heritage of managing the complexities of family wealth, The 1911 Trust Company provides comprehensive family wealth management for individuals, business owners, executives and wealthy families.
Our team of professionals have extensive experience working with wealthy families. Their guidance and expertise helps anticipate your needs and provide customized solutions to meet your needs. Although I wear multiple hats at the firm, ultimately my responsibility is to protect the wealth of our clients.
Our favorite monthly chart book, the JPMorgan guide to the markets illustrates a comprehensive array of market and economic histories, trends and statistics through clear, compelling charts. A staggering 70% of Americans die every day without a formal estate plan, leaving families and loved ones to wrangle over decisions made on their behalf.
By integrating investment management, trust services, and tax and estate planning, we are able to provide comprehensive wealth management to meet your needs. For many wealthy families, financial matters are often complex and at times complicate decision-making.
At The 1911 Trust Company, we develop your wealth management strategy with comprehensive planning combined with a coordinated investment approach so that you can take advantage of opportunities, avoid obstacles and manage all aspects of your wealth.
At The 1911 Trust Company, we develop your wealth management strategy with comprehensive planning combined with a coordinated investment approach so that you can take advantage of opportunities, avoid obstacles and manage all aspects of your wealth.
Your investment portfolio is constructed, based on your unique objectives and goals, with sound wealth preservation and growth strategies and managed on an after-tax basis. We begin by setting an asset allocation based on your situation. Leveraging our seasoned, in house team of investment management professionals, we identify the best independent managers and/or investment vehicles to meet your objectives.
Reviews
Be the first to review The 1911 Trust.
Write a Review
